ORG Wealth Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

ORG Wealth Partners’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.9K	Hold	1,626	–	–	﹤0.01%	464
2026 Q1	$16.7K	Hold	1,626	–	–	﹤0.01%	442
2025 Q4	$17K	Hold	1,626	–	–	﹤0.01%	429
2025 Q3	$16.8K	Hold	1,626	–	–	﹤0.01%	423
2025 Q2	$16.2K	Hold	1,626	–	–	﹤0.01%	453
2025 Q1	$16.8K	Hold	1,626	–	–	0.01%	474
2024 Q4	$16.6K	Hold	1,626	–	–	0.01%	351
2024 Q3	$17.6K	Buy	+1,626	New	+$17.3K	0.01%	344

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

ORG Wealth Partners's MMU Position: Q2 2026 in Review

ORG Wealth Partners held its Western Asset Managed Municipals Fund (MMU) position steady in Q2 2026 at 1,626 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

ORG Wealth Partners first reported a position in MMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.6K in Q3 2024. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

ORG Wealth Partners held 1,626 shares of Western Asset Managed Municipals Fund worth $16.9K as of Q2 2026.
ORG Wealth Partners left its Western Asset Managed Municipals Fund share count unchanged in Q2 2026.
Western Asset Managed Municipals Fund made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #464 holding.
ORG Wealth Partners first reported a position in Western Asset Managed Municipals Fund in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Western Asset Managed Municipals Fund position peaked at $17.6K in Q3 2024.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.